Update your firm information
If you have appropriate permissions, you can update your basic firm information by choosing Setup > Firm Settings > Firm details. When finished, click Save.
When you registered for Onvio, we completed the required fields in the
General
tab based on the information you provided. Firm administrators can update firm information, including adding email addresses, at any time.To update the way your firm's name is displayed within Onvio, click the button next to the name.
Use the
Name formats
tab to specify the default display format for names of individual contacts, clients, and staff members.Use the
Time and Billing
tab to set firm-wide preferences for time and billing functions.- Choose to require services and/or projects on time and expense entries
- Choose a default invoice layout, statement layout, and/or late fee for new clients
- Set the number of days until an invoice is due
- Set preferences to automatically relieve nonbillable WIP or mark $0 invoices as sent
- Set up a Stripe account to accept online payments
- Choose a rounding option and increment for standard billing
- Customize dunning messages and A/R terms to appear on invoices
Use the
Default client options
tab to set a default document delivery method, which is then applied to all new clients when they're added in Onvio.Use the
Periods
tab to set the firm fiscal year, create a new period, and set the period frequency.Internal use only
Here is the URL for this page: http://ci.onvio.us/#/setup/firm/information